2023 Form 5500 filing — People'S Bank Of Commerce Employee Stock Ownership Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250121163049NAL0005593168001) for People'S Bank Of Commerce Employee Stock Ownership Plan, reported by Peoples Bank Of Commerce under EIN 91-1840442 and plan number 002. It reports 265 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$1.8MReported net assets$1,815,864
Participants265
Provider compensation$18.9K3 Schedule C row(s)$18,893
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250121163049NAL0005593168001
- Plan sponsor
- Peoples Bank Of Commerce
- EIN
- 91-1840442
- Plan number
- 002
- Location
- Medford, OR
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$1.8M total assets
Net assets$1.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $1,815,864
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,815,864
- Employer contributions
- $381,978
- Total income / additions
- $168,339
- Benefits paid
- $206,877
- Administrative expenses
- $18,893
- Total expenses
- $225,770
- Net increase / (decrease)
- -$57,431
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Watkins Ross & Co | NA | $8,112 | not reported in the loaded dataset |
| Pcs Retirement, LLC | RECORDKEEPER | $6,581 | not reported in the loaded dataset |
| Hopkins & Howard Valuation | VALUATION APPRAISER | $4,200 | not reported in the loaded dataset |